Preserve Wealth

The preservation of wealth is a vital component of a successful wealth management strategy. As you travel through life your financial circumstances change and so too do your financial planning needs and at some point in your journey the emphasis will shift from wealth creation to wealth protection and the need to consider a variety of strategies to protect your wealth for the future. The manner in which you hold your assets becomes a central issue in the management of your wealth and you may require legal, tax and financial advice on the best way in which to hold your assets to maximise tax efficiency, preserve wealth and ensure a smooth transition to your heirs. A forward looking wealth preservation strategy will help ensure a lasting legacy for you and your family.

At this point you may also need to reassess your insurance requirements to ensure your family and/or business is fully protected against death, critical illness and disability. And of course there will be a need to manage your financial assets to maintain value and produce income. If your portfolio is of a certain size you may well consider engaging the services of a risk management consultant to monitor the management of your wealth.

Fiduciary Wealth are able to advise on all aspects of wealth preservation including:

• • Life & Critical Illness Cover
• • Income & Mortgage Protection
• • Business Protection Insurance
• • Global Personal Asset Insurance
• • Family Office Solutions
• • Investment Management
• • QROPS, QNUPS & Retirement Planning
• • Risk Management Solutions
• • Protectorships
• • Tax led Wealth Management solutions
• • Tax Residency

To speak directly to a wealth manager or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu